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HEALTH & WELFARE FUND LU 485 401k Plan overview

Plan NameHEALTH & WELFARE FUND LU 485
Plan identification number 501

HEALTH & WELFARE FUND LU 485 Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

HEALTH & WELFARE FUND LU 485 has sponsored the creation of one or more 401k plans.

Company Name:HEALTH & WELFARE FUND LU 485
Employer identification number (EIN):112026238
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH & WELFARE FUND LU 485

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-05-01
5012020-05-01
5012019-05-01
5012018-05-01
5012017-05-01HUMBERTO LEON
5012016-05-01HUMBERTO LEON
5012015-05-01HUMBERTO LEON
5012014-05-01HUMBERTO LEON
5012013-05-01HUMBERTO LEON
5012012-05-01HUMBERTO LEON
5012011-05-01HUMBERTO LEON
5012009-05-01HUMBERTO LEON

Plan Statistics for HEALTH & WELFARE FUND LU 485

401k plan membership statisitcs for HEALTH & WELFARE FUND LU 485

Measure Date Value
2021: HEALTH & WELFARE FUND LU 485 2021 401k membership
Total participants, beginning-of-year2021-05-01199
Total number of active participants reported on line 7a of the Form 55002021-05-01195
Total of all active and inactive participants2021-05-01195
Total participants2021-05-01195
Number of employers contributing to the scheme2021-05-017
2020: HEALTH & WELFARE FUND LU 485 2020 401k membership
Total participants, beginning-of-year2020-05-01212
Total number of active participants reported on line 7a of the Form 55002020-05-01199
Total of all active and inactive participants2020-05-01199
Total participants2020-05-01199
Number of employers contributing to the scheme2020-05-017
2019: HEALTH & WELFARE FUND LU 485 2019 401k membership
Total participants, beginning-of-year2019-05-01223
Total number of active participants reported on line 7a of the Form 55002019-05-01212
Total of all active and inactive participants2019-05-01212
Total participants2019-05-01212
Number of employers contributing to the scheme2019-05-017
2018: HEALTH & WELFARE FUND LU 485 2018 401k membership
Total participants, beginning-of-year2018-05-01214
Total number of active participants reported on line 7a of the Form 55002018-05-01223
Total of all active and inactive participants2018-05-01223
Total participants2018-05-01223
Number of employers contributing to the scheme2018-05-017
2017: HEALTH & WELFARE FUND LU 485 2017 401k membership
Total participants, beginning-of-year2017-05-01215
Total number of active participants reported on line 7a of the Form 55002017-05-01214
Total of all active and inactive participants2017-05-01214
Total participants2017-05-01214
Number of employers contributing to the scheme2017-05-018
2016: HEALTH & WELFARE FUND LU 485 2016 401k membership
Total participants, beginning-of-year2016-05-01223
Total number of active participants reported on line 7a of the Form 55002016-05-01215
Total of all active and inactive participants2016-05-01215
Total participants2016-05-01215
Number of employers contributing to the scheme2016-05-018
2015: HEALTH & WELFARE FUND LU 485 2015 401k membership
Total participants, beginning-of-year2015-05-01211
Total number of active participants reported on line 7a of the Form 55002015-05-01223
Total of all active and inactive participants2015-05-01223
Total participants2015-05-010
Number of employers contributing to the scheme2015-05-018
2014: HEALTH & WELFARE FUND LU 485 2014 401k membership
Total participants, beginning-of-year2014-05-01220
Total number of active participants reported on line 7a of the Form 55002014-05-01211
Total of all active and inactive participants2014-05-01211
Total participants2014-05-010
Number of employers contributing to the scheme2014-05-018
2013: HEALTH & WELFARE FUND LU 485 2013 401k membership
Total participants, beginning-of-year2013-05-01242
Total number of active participants reported on line 7a of the Form 55002013-05-01220
Total of all active and inactive participants2013-05-01220
Total participants2013-05-010
Number of employers contributing to the scheme2013-05-017
2012: HEALTH & WELFARE FUND LU 485 2012 401k membership
Total participants, beginning-of-year2012-05-01192
Total number of active participants reported on line 7a of the Form 55002012-05-01242
Total of all active and inactive participants2012-05-01242
Total participants2012-05-010
Number of employers contributing to the scheme2012-05-017
2011: HEALTH & WELFARE FUND LU 485 2011 401k membership
Total participants, beginning-of-year2011-05-01247
Total number of active participants reported on line 7a of the Form 55002011-05-01192
Total of all active and inactive participants2011-05-01192
Total participants2011-05-01192
Number of employers contributing to the scheme2011-05-017
2009: HEALTH & WELFARE FUND LU 485 2009 401k membership
Total participants, beginning-of-year2009-05-01260
Total number of active participants reported on line 7a of the Form 55002009-05-01265
Number of retired or separated participants receiving benefits2009-05-015
Total of all active and inactive participants2009-05-01270
Total participants2009-05-01270
Number of employers contributing to the scheme2009-05-017

Financial Data on HEALTH & WELFARE FUND LU 485

Measure Date Value
2023 : HEALTH & WELFARE FUND LU 485 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-04-30$3,485,000
Total unrealized appreciation/depreciation of assets2023-04-30$3,485,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$152,279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$790,263
Total income from all sources (including contributions)2023-04-30$4,888,774
Total of all expenses incurred2023-04-30$801,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$271,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$713,183
Value of total assets at end of year2023-04-30$8,912,237
Value of total assets at beginning of year2023-04-30$5,462,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$529,993
Total income from rents2023-04-30$57,828
Total interest from all sources2023-04-30$5,582
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$89,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$89,583
Assets. Real estate other than employer real property at end of year2023-04-30$3,690,000
Administrative expenses professional fees incurred2023-04-30$138,925
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$350,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$56,434
Participant contributions at end of year2023-04-30$2,998
Participant contributions at beginning of year2023-04-30$11,019
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$53,884
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$81,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-04-30$10,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-04-30$11,964
Other income not declared elsewhere2023-04-30$523,638
Administrative expenses (other) incurred2023-04-30$243,383
Liabilities. Value of operating payables at end of year2023-04-30$62,203
Liabilities. Value of operating payables at beginning of year2023-04-30$61,983
Total non interest bearing cash at end of year2023-04-30$117,478
Total non interest bearing cash at beginning of year2023-04-30$305,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$4,087,530
Value of net assets at end of year (total assets less liabilities)2023-04-30$8,759,958
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$4,672,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Investment advisory and management fees2023-04-30$15,385
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$3,602,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$3,490,645
Value of interest in pooled separate accounts at end of year2023-04-30$0
Value of interest in common/collective trusts at end of year2023-04-30$1,010,879
Value of interest in common/collective trusts at beginning of year2023-04-30$635,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-04-30$378,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-04-30$518,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-04-30$518,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-04-30$5,582
Expenses. Payments to insurance carriers foe the provision of benefits2023-04-30$283,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$-51,691
Net investment gain or loss from common/collective trusts2023-04-30$65,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30Yes
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$656,749
Employer contributions (assets) at end of year2023-04-30$33,575
Employer contributions (assets) at beginning of year2023-04-30$148,995
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$-12,679
Contract administrator fees2023-04-30$132,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-04-30No
Liabilities. Value of benefit claims payable at end of year2023-04-30$79,762
Liabilities. Value of benefit claims payable at beginning of year2023-04-30$716,316
Assets. Value of buildings and other operty used in plan operation at end of year2023-04-30$22,135
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-04-30$270,962
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30GOULD, KOBRICK & SCHLAPP, P.C.
Accountancy firm EIN2023-04-30133082707
2022 : HEALTH & WELFARE FUND LU 485 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-04-30$-342,736
Total unrealized appreciation/depreciation of assets2022-04-30$-342,736
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$790,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$928,860
Total income from all sources (including contributions)2022-04-30$2,048,505
Total loss/gain on sale of assets2022-04-30$27,548
Total of all expenses incurred2022-04-30$2,871,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$2,295,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$2,585,836
Value of total assets at end of year2022-04-30$5,462,691
Value of total assets at beginning of year2022-04-30$6,423,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$575,269
Total income from rents2022-04-30$21,822
Total interest from all sources2022-04-30$172
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$80,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$80,840
Administrative expenses professional fees incurred2022-04-30$105,933
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$350,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$184,614
Participant contributions at end of year2022-04-30$11,019
Participant contributions at beginning of year2022-04-30$14,653
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$81,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$21,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-04-30$11,964
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-04-30$5,564
Other income not declared elsewhere2022-04-30$11,589
Administrative expenses (other) incurred2022-04-30$321,374
Liabilities. Value of operating payables at end of year2022-04-30$61,983
Liabilities. Value of operating payables at beginning of year2022-04-30$63,348
Total non interest bearing cash at end of year2022-04-30$305,408
Total non interest bearing cash at beginning of year2022-04-30$455,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-822,587
Value of net assets at end of year (total assets less liabilities)2022-04-30$4,672,428
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$5,495,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Investment advisory and management fees2022-04-30$15,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$3,490,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$3,405,183
Value of interest in pooled separate accounts at end of year2022-04-30$0
Value of interest in common/collective trusts at end of year2022-04-30$635,509
Value of interest in common/collective trusts at beginning of year2022-04-30$1,109,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$518,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$252,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$252,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-30$172
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-30$109,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-337,862
Net investment gain or loss from common/collective trusts2022-04-30$1,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30Yes
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$2,401,222
Employer contributions (assets) at end of year2022-04-30$148,995
Employer contributions (assets) at beginning of year2022-04-30$208,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$2,186,234
Contract administrator fees2022-04-30$132,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-04-30No
Liabilities. Value of benefit claims payable at end of year2022-04-30$716,316
Liabilities. Value of benefit claims payable at beginning of year2022-04-30$859,948
Assets. Value of buildings and other operty used in plan operation at end of year2022-04-30$270,962
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-04-30$955,488
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Aggregate proceeds on sale of assets2022-04-30$600,563
Aggregate carrying amount (costs) on sale of assets2022-04-30$573,015
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30GITOMER & BERENHOLZ, PC
Accountancy firm EIN2022-04-30232749598
2021 : HEALTH & WELFARE FUND LU 485 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$928,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$527,436
Total income from all sources (including contributions)2021-04-30$3,042,201
Total loss/gain on sale of assets2021-04-30$31
Total of all expenses incurred2021-04-30$2,393,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$1,876,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$2,667,546
Value of total assets at end of year2021-04-30$6,423,875
Value of total assets at beginning of year2021-04-30$5,373,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$516,881
Total income from rents2021-04-30$31,595
Total interest from all sources2021-04-30$3,740
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$94,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$94,754
Administrative expenses professional fees incurred2021-04-30$84,600
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$1,000,000
If this is an individual account plan, was there a blackout period2021-04-30No
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$177,828
Participant contributions at end of year2021-04-30$14,653
Participant contributions at beginning of year2021-04-30$7,146
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$21,959
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$37,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-04-30$5,564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-04-30$13,764
Other income not declared elsewhere2021-04-30$2,559
Administrative expenses (other) incurred2021-04-30$284,665
Liabilities. Value of operating payables at end of year2021-04-30$63,348
Liabilities. Value of operating payables at beginning of year2021-04-30$46,214
Total non interest bearing cash at end of year2021-04-30$455,265
Total non interest bearing cash at beginning of year2021-04-30$392,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$648,753
Value of net assets at end of year (total assets less liabilities)2021-04-30$5,495,015
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$4,846,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Investment advisory and management fees2021-04-30$15,316
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$3,405,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$2,483,974
Value of interest in pooled separate accounts at end of year2021-04-30$0
Value of interest in common/collective trusts at end of year2021-04-30$1,109,712
Value of interest in common/collective trusts at beginning of year2021-04-30$584,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$252,842
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$1,169,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$1,169,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$3,740
Expenses. Payments to insurance carriers foe the provision of benefits2021-04-30$94,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$-33,543
Net investment gain or loss from common/collective trusts2021-04-30$275,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30Yes
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$2,489,718
Employer contributions (assets) at end of year2021-04-30$208,773
Employer contributions (assets) at beginning of year2021-04-30$89,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$1,782,179
Contract administrator fees2021-04-30$132,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-04-30No
Liabilities. Value of benefit claims payable at end of year2021-04-30$859,948
Liabilities. Value of benefit claims payable at beginning of year2021-04-30$467,458
Assets. Value of buildings and other operty used in plan operation at end of year2021-04-30$955,488
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-04-30$609,705
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Aggregate proceeds on sale of assets2021-04-30$312
Aggregate carrying amount (costs) on sale of assets2021-04-30$281
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30GITOMER & BERENHOLZ, PC
Accountancy firm EIN2021-04-30232749598
2020 : HEALTH & WELFARE FUND LU 485 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$527,436
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$646,213
Total income from all sources (including contributions)2020-04-30$2,762,249
Total loss/gain on sale of assets2020-04-30$6
Total of all expenses incurred2020-04-30$1,700,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$1,209,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$2,500,124
Value of total assets at end of year2020-04-30$5,373,698
Value of total assets at beginning of year2020-04-30$4,431,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$491,929
Total income from rents2020-04-30$119,078
Total interest from all sources2020-04-30$13,613
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$42,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$42,727
Administrative expenses professional fees incurred2020-04-30$97,682
Was this plan covered by a fidelity bond2020-04-30No
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$154,039
Participant contributions at end of year2020-04-30$7,146
Participant contributions at beginning of year2020-04-30$11,269
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$37,169
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$62,810
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-04-30$13,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-04-30$17,754
Administrative expenses (other) incurred2020-04-30$246,730
Liabilities. Value of operating payables at end of year2020-04-30$46,214
Liabilities. Value of operating payables at beginning of year2020-04-30$39,150
Total non interest bearing cash at end of year2020-04-30$392,106
Total non interest bearing cash at beginning of year2020-04-30$430,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$1,061,266
Value of net assets at end of year (total assets less liabilities)2020-04-30$4,846,262
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$3,784,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Investment advisory and management fees2020-04-30$15,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$2,483,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$1,592,195
Value of interest in pooled separate accounts at end of year2020-04-30$0
Value of interest in common/collective trusts at end of year2020-04-30$584,473
Value of interest in common/collective trusts at beginning of year2020-04-30$427,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$1,169,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$1,106,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$1,106,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$13,613
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$89,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$79,054
Net investment gain or loss from common/collective trusts2020-04-30$7,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30Yes
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$2,346,085
Employer contributions (assets) at end of year2020-04-30$89,528
Employer contributions (assets) at beginning of year2020-04-30$197,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$1,119,449
Contract administrator fees2020-04-30$132,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-04-30No
Liabilities. Value of benefit claims payable at end of year2020-04-30$467,458
Liabilities. Value of benefit claims payable at beginning of year2020-04-30$589,309
Assets. Value of buildings and other operty used in plan operation at end of year2020-04-30$609,705
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-04-30$603,423
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Aggregate proceeds on sale of assets2020-04-30$150,224
Aggregate carrying amount (costs) on sale of assets2020-04-30$150,218
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30GITOMER & BERENHOLZ, PC
Accountancy firm EIN2020-04-30232749598
2019 : HEALTH & WELFARE FUND LU 485 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$646,213
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$573,610
Total income from all sources (including contributions)2019-04-30$2,824,056
Total of all expenses incurred2019-04-30$2,520,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$2,015,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$2,540,376
Value of total assets at end of year2019-04-30$4,431,209
Value of total assets at beginning of year2019-04-30$4,055,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$505,373
Total income from rents2019-04-30$109,634
Total interest from all sources2019-04-30$10,546
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$36,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-04-30$36,775
Administrative expenses professional fees incurred2019-04-30$86,360
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$350,000
If this is an individual account plan, was there a blackout period2019-04-30No
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$148,053
Participant contributions at end of year2019-04-30$11,269
Participant contributions at beginning of year2019-04-30$8,615
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$62,810
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$20,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-04-30$17,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-04-30$21,967
Other income not declared elsewhere2019-04-30$43,288
Administrative expenses (other) incurred2019-04-30$271,568
Liabilities. Value of operating payables at end of year2019-04-30$39,150
Liabilities. Value of operating payables at beginning of year2019-04-30$41,003
Total non interest bearing cash at end of year2019-04-30$430,288
Total non interest bearing cash at beginning of year2019-04-30$318,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$303,329
Value of net assets at end of year (total assets less liabilities)2019-04-30$3,784,996
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$3,481,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Investment advisory and management fees2019-04-30$15,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$1,592,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$1,217,709
Value of interest in pooled separate accounts at end of year2019-04-30$0
Value of interest in common/collective trusts at end of year2019-04-30$427,049
Value of interest in common/collective trusts at beginning of year2019-04-30$331,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-30$1,106,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-04-30$1,338,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-04-30$1,338,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-04-30$10,546
Expenses. Payments to insurance carriers foe the provision of benefits2019-04-30$112,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$37,711
Net investment gain or loss from common/collective trusts2019-04-30$45,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30Yes
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$2,392,323
Employer contributions (assets) at end of year2019-04-30$197,324
Employer contributions (assets) at beginning of year2019-04-30$184,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$1,903,113
Contract administrator fees2019-04-30$132,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-04-30No
Liabilities. Value of benefit claims payable at end of year2019-04-30$589,309
Liabilities. Value of benefit claims payable at beginning of year2019-04-30$510,640
Assets. Value of buildings and other operty used in plan operation at end of year2019-04-30$603,423
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-04-30$636,580
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30No
Opinion of an independent qualified public accountant for this plan2019-04-30Unqualified
Accountancy firm name2019-04-30GITOMER & BERENHOLZ, PC
Accountancy firm EIN2019-04-30232749598
2018 : HEALTH & WELFARE FUND LU 485 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$573,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$780,631
Total income from all sources (including contributions)2018-04-30$2,524,326
Total of all expenses incurred2018-04-30$1,770,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$1,276,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$2,308,443
Value of total assets at end of year2018-04-30$4,055,277
Value of total assets at beginning of year2018-04-30$3,508,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$494,174
Total income from rents2018-04-30$105,359
Total interest from all sources2018-04-30$5,007
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$31,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-04-30$31,891
Administrative expenses professional fees incurred2018-04-30$81,600
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$350,000
If this is an individual account plan, was there a blackout period2018-04-30No
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$140,113
Participant contributions at end of year2018-04-30$8,615
Participant contributions at beginning of year2018-04-30$9,197
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$20,499
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-30$29,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-04-30$21,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-04-30$20,864
Administrative expenses (other) incurred2018-04-30$265,274
Liabilities. Value of operating payables at end of year2018-04-30$41,003
Liabilities. Value of operating payables at beginning of year2018-04-30$26,284
Total non interest bearing cash at end of year2018-04-30$318,264
Total non interest bearing cash at beginning of year2018-04-30$471,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$753,853
Value of net assets at end of year (total assets less liabilities)2018-04-30$3,481,667
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$2,727,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Investment advisory and management fees2018-04-30$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$1,217,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$1,500,756
Value of interest in common/collective trusts at end of year2018-04-30$331,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$1,338,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$725,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$725,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-30$5,007
Expenses. Payments to insurance carriers foe the provision of benefits2018-04-30$106,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$67,878
Net investment gain or loss from common/collective trusts2018-04-30$5,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30Yes
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$2,168,330
Employer contributions (assets) at end of year2018-04-30$184,175
Employer contributions (assets) at beginning of year2018-04-30$151,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$1,169,519
Contract administrator fees2018-04-30$132,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-04-30No
Liabilities. Value of benefit claims payable at end of year2018-04-30$510,640
Liabilities. Value of benefit claims payable at beginning of year2018-04-30$733,483
Assets. Value of buildings and other operty used in plan operation at end of year2018-04-30$636,580
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-04-30$621,251
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30GITOMER & BERENHOLZ, PC
Accountancy firm EIN2018-04-30232749598
2017 : HEALTH & WELFARE FUND LU 485 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$780,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$499,092
Total income from all sources (including contributions)2017-04-30$2,465,167
Total of all expenses incurred2017-04-30$2,595,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$2,100,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$2,282,208
Value of total assets at end of year2017-04-30$3,508,445
Value of total assets at beginning of year2017-04-30$3,357,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$494,831
Total income from rents2017-04-30$92,591
Total interest from all sources2017-04-30$2,499
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$29,266
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$29,266
Administrative expenses professional fees incurred2017-04-30$99,888
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$350,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$133,918
Participant contributions at end of year2017-04-30$9,197
Participant contributions at beginning of year2017-04-30$11,610
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$29,516
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$13,911
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-04-30$20,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-04-30$18,264
Administrative expenses (other) incurred2017-04-30$247,427
Liabilities. Value of operating payables at end of year2017-04-30$26,284
Liabilities. Value of operating payables at beginning of year2017-04-30$35,470
Total non interest bearing cash at end of year2017-04-30$471,543
Total non interest bearing cash at beginning of year2017-04-30$377,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$-130,535
Value of net assets at end of year (total assets less liabilities)2017-04-30$2,727,814
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$2,858,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Investment advisory and management fees2017-04-30$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$1,500,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$1,252,887
Value of interest in common/collective trusts at end of year2017-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$725,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$859,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$859,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$2,499
Expenses. Payments to insurance carriers foe the provision of benefits2017-04-30$97,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$58,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30Yes
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$2,148,290
Employer contributions (assets) at end of year2017-04-30$151,045
Employer contributions (assets) at beginning of year2017-04-30$224,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$2,003,847
Contract administrator fees2017-04-30$132,516
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-04-30No
Liabilities. Value of benefit claims payable at end of year2017-04-30$733,483
Liabilities. Value of benefit claims payable at beginning of year2017-04-30$445,358
Assets. Value of buildings and other operty used in plan operation at end of year2017-04-30$621,251
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-04-30$618,286
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30No
Opinion of an independent qualified public accountant for this plan2017-04-30Unqualified
Accountancy firm name2017-04-30GITOMER & BERENHOLZ, PC
Accountancy firm EIN2017-04-30232749598
2016 : HEALTH & WELFARE FUND LU 485 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$499,092
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$355,822
Total income from all sources (including contributions)2016-04-30$2,337,452
Total of all expenses incurred2016-04-30$2,211,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$1,626,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$2,192,682
Value of total assets at end of year2016-04-30$3,357,441
Value of total assets at beginning of year2016-04-30$3,088,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$585,126
Total income from rents2016-04-30$95,899
Total interest from all sources2016-04-30$6,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Administrative expenses professional fees incurred2016-04-30$78,600
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$350,000
If this is an individual account plan, was there a blackout period2016-04-30No
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$130,725
Participant contributions at end of year2016-04-30$11,610
Participant contributions at beginning of year2016-04-30$8,800
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$13,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$76,292
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-04-30$18,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-04-30$18,264
Other income not declared elsewhere2016-04-30$18,804
Administrative expenses (other) incurred2016-04-30$365,476
Liabilities. Value of operating payables at end of year2016-04-30$35,470
Liabilities. Value of operating payables at beginning of year2016-04-30$22,207
Total non interest bearing cash at end of year2016-04-30$377,326
Total non interest bearing cash at beginning of year2016-04-30$380,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$125,669
Value of net assets at end of year (total assets less liabilities)2016-04-30$2,858,349
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$2,732,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Investment advisory and management fees2016-04-30$8,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$1,252,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$389,664
Interest earned on other investments2016-04-30$3,766
Value of interest in common/collective trusts at end of year2016-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$859,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$1,464,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$1,464,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$3,078
Expenses. Payments to insurance carriers foe the provision of benefits2016-04-30$101,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$23,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30Yes
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$2,061,957
Employer contributions (assets) at end of year2016-04-30$224,146
Employer contributions (assets) at beginning of year2016-04-30$152,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$1,524,974
Contract administrator fees2016-04-30$132,300
Liabilities. Value of benefit claims payable at end of year2016-04-30$445,358
Liabilities. Value of benefit claims payable at beginning of year2016-04-30$315,351
Assets. Value of buildings and other operty used in plan operation at end of year2016-04-30$618,286
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-04-30$616,563
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30No
Opinion of an independent qualified public accountant for this plan2016-04-30Unqualified
Accountancy firm name2016-04-30GITOMER & BERENHOLZ, PC
Accountancy firm EIN2016-04-30232749598
2015 : HEALTH & WELFARE FUND LU 485 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$355,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$437,744
Total income from all sources (including contributions)2015-04-30$2,038,679
Total of all expenses incurred2015-04-30$1,386,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$919,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$1,894,476
Value of total assets at end of year2015-04-30$3,088,502
Value of total assets at beginning of year2015-04-30$2,518,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$467,575
Total income from rents2015-04-30$72,818
Total interest from all sources2015-04-30$2,358
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$7,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$7,443
Administrative expenses professional fees incurred2015-04-30$75,000
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$350,000
If this is an individual account plan, was there a blackout period2015-04-30No
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$110,918
Participant contributions at end of year2015-04-30$8,800
Participant contributions at beginning of year2015-04-30$7,730
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$76,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$77,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-04-30$18,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-04-30$17,372
Other income not declared elsewhere2015-04-30$24,391
Administrative expenses (other) incurred2015-04-30$260,275
Liabilities. Value of operating payables at end of year2015-04-30$22,207
Liabilities. Value of operating payables at beginning of year2015-04-30$23,805
Total non interest bearing cash at end of year2015-04-30$380,553
Total non interest bearing cash at beginning of year2015-04-30$809,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$651,763
Value of net assets at end of year (total assets less liabilities)2015-04-30$2,732,680
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$2,080,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$389,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$345,028
Value of interest in common/collective trusts at end of year2015-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$1,464,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$534,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$534,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$2,358
Expenses. Payments to insurance carriers foe the provision of benefits2015-04-30$192,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$37,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30Yes
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$1,783,558
Employer contributions (assets) at end of year2015-04-30$152,241
Employer contributions (assets) at beginning of year2015-04-30$107,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$726,394
Contract administrator fees2015-04-30$132,300
Liabilities. Value of benefit claims payable at end of year2015-04-30$315,351
Liabilities. Value of benefit claims payable at beginning of year2015-04-30$396,567
Assets. Value of buildings and other operty used in plan operation at end of year2015-04-30$616,563
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-04-30$636,716
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30No
Opinion of an independent qualified public accountant for this plan2015-04-30Unqualified
Accountancy firm name2015-04-30GITOMER & BERENHOLZ, PC
Accountancy firm EIN2015-04-30232749598
2014 : HEALTH & WELFARE FUND LU 485 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$437,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$465,572
Total income from all sources (including contributions)2014-04-30$1,747,837
Total of all expenses incurred2014-04-30$1,610,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$1,161,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$1,633,625
Value of total assets at end of year2014-04-30$2,518,661
Value of total assets at beginning of year2014-04-30$2,409,253
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$449,445
Total income from rents2014-04-30$33,866
Total interest from all sources2014-04-30$2,489
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$6,353
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$6,353
Administrative expenses professional fees incurred2014-04-30$78,900
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$350,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$102,265
Participant contributions at end of year2014-04-30$7,730
Participant contributions at beginning of year2014-04-30$6,875
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$77,315
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$99,730
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-04-30$17,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-04-30$11,372
Other income not declared elsewhere2014-04-30$19,448
Administrative expenses (other) incurred2014-04-30$238,245
Liabilities. Value of operating payables at end of year2014-04-30$23,805
Liabilities. Value of operating payables at beginning of year2014-04-30$19,000
Total non interest bearing cash at end of year2014-04-30$809,776
Total non interest bearing cash at beginning of year2014-04-30$635,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$137,236
Value of net assets at end of year (total assets less liabilities)2014-04-30$2,080,917
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$1,943,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$345,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$286,619
Interest earned on other investments2014-04-30$44
Value of interest in common/collective trusts at end of year2014-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$534,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$673,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$673,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$2,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$52,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30Yes
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$1,531,360
Employer contributions (assets) at end of year2014-04-30$107,465
Employer contributions (assets) at beginning of year2014-04-30$106,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$1,161,156
Contract administrator fees2014-04-30$132,300
Liabilities. Value of benefit claims payable at end of year2014-04-30$396,567
Liabilities. Value of benefit claims payable at beginning of year2014-04-30$435,200
Assets. Value of buildings and other operty used in plan operation at end of year2014-04-30$636,716
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-04-30$601,262
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Unqualified
Accountancy firm name2014-04-30GITOMER & BERENHOLZ, PC
Accountancy firm EIN2014-04-30232749598
2013 : HEALTH & WELFARE FUND LU 485 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-04-30$-6,499
Total unrealized appreciation/depreciation of assets2013-04-30$-6,499
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$465,572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$505,315
Total income from all sources (including contributions)2013-04-30$1,709,830
Total of all expenses incurred2013-04-30$1,266,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$857,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$1,466,325
Value of total assets at end of year2013-04-30$2,409,253
Value of total assets at beginning of year2013-04-30$2,005,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$408,653
Total income from rents2013-04-30$90,196
Total interest from all sources2013-04-30$2,989
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$5,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-04-30$5,674
Administrative expenses professional fees incurred2013-04-30$76,739
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$350,000
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$83,846
Participant contributions at end of year2013-04-30$6,875
Participant contributions at beginning of year2013-04-30$5,337
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$99,730
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$103,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-04-30$11,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-04-30$30,014
Other income not declared elsewhere2013-04-30$115,462
Administrative expenses (other) incurred2013-04-30$204,864
Liabilities. Value of operating payables at end of year2013-04-30$19,000
Liabilities. Value of operating payables at beginning of year2013-04-30$119,128
Total non interest bearing cash at end of year2013-04-30$635,181
Total non interest bearing cash at beginning of year2013-04-30$447,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$443,429
Value of net assets at end of year (total assets less liabilities)2013-04-30$1,943,681
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$1,500,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$286,619
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$245,262
Value of interest in common/collective trusts at end of year2013-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$673,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$485,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$485,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$2,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$35,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30Yes
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$1,382,479
Employer contributions (assets) at end of year2013-04-30$106,485
Employer contributions (assets) at beginning of year2013-04-30$115,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$857,748
Contract administrator fees2013-04-30$127,050
Liabilities. Value of benefit claims payable at end of year2013-04-30$435,200
Liabilities. Value of benefit claims payable at beginning of year2013-04-30$356,173
Assets. Value of buildings and other operty used in plan operation at end of year2013-04-30$601,262
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-04-30$602,383
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30No
Opinion of an independent qualified public accountant for this plan2013-04-30Unqualified
Accountancy firm name2013-04-30GITOMER & BERENHOLZ, PC
Accountancy firm EIN2013-04-30232749598
2012 : HEALTH & WELFARE FUND LU 485 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-04-30$-191,391
Total unrealized appreciation/depreciation of assets2012-04-30$-191,391
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$505,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$528,921
Total income from all sources (including contributions)2012-04-30$1,338,666
Total of all expenses incurred2012-04-30$1,271,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$849,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$1,453,314
Value of total assets at end of year2012-04-30$2,005,567
Value of total assets at beginning of year2012-04-30$1,961,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$421,142
Total income from rents2012-04-30$46,676
Total interest from all sources2012-04-30$2,718
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$4,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$4,553
Administrative expenses professional fees incurred2012-04-30$71,915
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$350,000
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$57,110
Participant contributions at end of year2012-04-30$5,337
Participant contributions at beginning of year2012-04-30$3,476
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$103,801
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$87,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-04-30$30,014
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-04-30$30,014
Other income not declared elsewhere2012-04-30$16,283
Administrative expenses (other) incurred2012-04-30$223,227
Liabilities. Value of operating payables at end of year2012-04-30$119,128
Liabilities. Value of operating payables at beginning of year2012-04-30$116,719
Total non interest bearing cash at end of year2012-04-30$447,105
Total non interest bearing cash at beginning of year2012-04-30$213,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$67,644
Value of net assets at end of year (total assets less liabilities)2012-04-30$1,500,252
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$1,432,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30Yes
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-04-30$21,039
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$245,262
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$234,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$485,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$462,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$462,401
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$2,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$6,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30Yes
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$1,396,204
Employer contributions (assets) at end of year2012-04-30$115,748
Employer contributions (assets) at beginning of year2012-04-30$123,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$849,880
Contract administrator fees2012-04-30$126,000
Liabilities. Value of benefit claims payable at end of year2012-04-30$356,173
Liabilities. Value of benefit claims payable at beginning of year2012-04-30$382,188
Assets. Value of buildings and other operty used in plan operation at end of year2012-04-30$602,383
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-04-30$837,371
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30No
Opinion of an independent qualified public accountant for this plan2012-04-30Unqualified
Accountancy firm name2012-04-30GITOMER & BERENHOLZ, PC
Accountancy firm EIN2012-04-30232749598
2011 : HEALTH & WELFARE FUND LU 485 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$528,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$2,132,830
Total income from all sources (including contributions)2011-04-30$1,350,176
Total loss/gain on sale of assets2011-04-30$2,361
Total of all expenses incurred2011-04-30$1,082,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$711,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$1,280,127
Value of total assets at end of year2011-04-30$1,961,529
Value of total assets at beginning of year2011-04-30$3,297,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$370,082
Total income from rents2011-04-30$21,582
Total interest from all sources2011-04-30$10,538
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$3,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$3,972
Administrative expenses professional fees incurred2011-04-30$73,416
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$350,000
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$36,924
Participant contributions at end of year2011-04-30$3,476
Participant contributions at beginning of year2011-04-30$188
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$87,944
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$80,767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-04-30$30,014
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-04-30$26,790
Other income not declared elsewhere2011-04-30$1,220
Administrative expenses (other) incurred2011-04-30$157,707
Liabilities. Value of operating payables at end of year2011-04-30$116,719
Liabilities. Value of operating payables at beginning of year2011-04-30$1,148,480
Total non interest bearing cash at end of year2011-04-30$213,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$268,168
Value of net assets at end of year (total assets less liabilities)2011-04-30$1,432,608
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$1,164,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30Yes
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-04-30$18,914
Investment advisory and management fees2011-04-30$2,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$234,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$199,848
Income. Interest from US Government securities2011-04-30$4,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$462,401
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$1,695,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$1,695,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$6,438
Asset value of US Government securities at beginning of year2011-04-30$367,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$30,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30Yes
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$1,243,203
Employer contributions (assets) at end of year2011-04-30$123,045
Employer contributions (assets) at beginning of year2011-04-30$132,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$711,926
Contract administrator fees2011-04-30$136,500
Liabilities. Value of benefit claims payable at end of year2011-04-30$382,188
Liabilities. Value of benefit claims payable at beginning of year2011-04-30$957,560
Assets. Value of buildings and other operty used in plan operation at end of year2011-04-30$837,371
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-04-30$820,846
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$464,102
Aggregate carrying amount (costs) on sale of assets2011-04-30$461,741
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Unqualified
Accountancy firm name2011-04-30GITOMER & BERENHOLZ, PC
Accountancy firm EIN2011-04-30232749598

Form 5500 Responses for HEALTH & WELFARE FUND LU 485

2021: HEALTH & WELFARE FUND LU 485 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: HEALTH & WELFARE FUND LU 485 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: HEALTH & WELFARE FUND LU 485 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: HEALTH & WELFARE FUND LU 485 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: HEALTH & WELFARE FUND LU 485 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: HEALTH & WELFARE FUND LU 485 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: HEALTH & WELFARE FUND LU 485 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: HEALTH & WELFARE FUND LU 485 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: HEALTH & WELFARE FUND LU 485 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement - TrustYes
2012: HEALTH & WELFARE FUND LU 485 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement - TrustYes
2011: HEALTH & WELFARE FUND LU 485 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement - TrustYes
2009: HEALTH & WELFARE FUND LU 485 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10477
Policy instance 1
Insurance contract or identification numberSL10477
Number of Individuals Covered34
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $28,352
Welfare Benefit Premiums Paid to CarrierUSD $283,524
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,352
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10477
Policy instance 1
Insurance contract or identification numberSL10477
Number of Individuals Covered199
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $10,976
Welfare Benefit Premiums Paid to CarrierUSD $109,757
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,976
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10477
Policy instance 1
Insurance contract or identification numberSL10477
Number of Individuals Covered228
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $9,439
Welfare Benefit Premiums Paid to CarrierUSD $94,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,439
FIDELITY SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract numberELN10026
Policy instance 1
Insurance contract or identification numberELN10026
Number of Individuals Covered219
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $8,940
Welfare Benefit Premiums Paid to CarrierUSD $89,405
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,940
FIDELITY SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract numberELN10026
Policy instance 1
Insurance contract or identification numberELN10026
Number of Individuals Covered242
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $11,244
Welfare Benefit Premiums Paid to CarrierUSD $112,441
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,512
FIDELITY SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract numberELN10026
Policy instance 1
Insurance contract or identification numberELN10026
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $10,490
Welfare Benefit Premiums Paid to CarrierUSD $104,906
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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